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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $511M AUM 282 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 125 Added 92 Reduced 31 Exited
Page 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFF ISHARES TR 8,052.0 $245K 0.05% -10K -54.6% $30.49 +0.1%
82 CVS CVS HEALTH CORP Healthcare 2,367.0 $245K 0.05% -318.0 -11.8% $103.46 -9.0%
83 QCOM QUALCOMM INC Technology 1,311.0 $242K 0.05% -836.0 -38.9% $184.76 -14.2%
84 SYSB ISHARES TR 2,694.0 $239K 0.05% -350.0 -11.5% $88.72 -1.5%
85 CIBR FIRST TR EXCHANGE-TRADED FD 2,614.0 $235K 0.05% -1K -35.3% $89.85 +3.8%
86 HSIC SCHEIN HENRY INC Healthcare 2,799.0 $234K 0.05% -1K -29.7% $83.52 +7.2%
87 XBI SPDR SERIES TRUST 1,464.0 $232K 0.04% -773.0 -34.6% $158.20 +3.8%
88 TMUS T-MOBILE US INC Communication Services 1,280.0 $215K 0.04% -2K -61.2% $167.73 +8.9%
89 FNV FRANCO NEV CORP Basic Materials 985.0 $205K 0.04% -80.0 -7.5% $208.44 +29.6%
90 F FORD MTR CO Consumer Cyclical 11,735.0 $163K 0.03% -957.0 -7.5% $13.90 +0.1%
91 ACVA ACV AUCTIONS INC Consumer Cyclical 20,476.0 $147K 0.03% -7K -24.9% $7.19 +3.9%
92 NNOX NANO X IMAGING LTD Healthcare 99,487.0 $115K 0.02% -7K -6.5% $1.16 -25.5%
Page 5 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 22.0%
Technology 21.7%
Financial Services 16.7%
Utilities 11.6%
Consumer Cyclical 8.9%
Healthcare 7.9%
Communication Services 4.8%
Consumer Defensive 4.2%
Energy 1.2%
Real Estate 1.1%